The Project Editor

The Project Editor is the Heart of the System. You will create Job Estimates, System Proposals, Service Tickets, Purchase Orders, Invoices, Preventative Maintenance Calls, Shipping/Packing Reports, and other documents. You also have an Extended Data area that allows you to store up to 6 pages of data for each project. Additionally, there is a Job Notes Section that allows you to store an un-limited amount of data.

When creating Estimates & Proposals, you have three methods of Estimating:

• Cost Plus – where each item can have a different Markup Value.
• Estimate At Cost – where all items in a project are entered at cost and the total project is marked up.
• Price A, B, C, D – where clients have a specific Price Class, and Customer Based Pricing
• NEW The Editor will automatically check for Price Breaks for multiple Items used in a Project. This will help to maximize your buying power for a Job.
• NEW Enhanced Auto-Estimating System which allows you to add an unlimited number of Cost Codes to an Item. I.E. Programming, Installation, Supervision, Foreman and other costs.
• NEW Transfer Project lets you create a Proposal in a Laptop or Remote Site and transmit the Proposal / Project to the Home Office for Processing Purposes.
• NEW You can now Import Equipment Lists from Excel Files, and Drawing Tools like VidCAD, STAR-Draw, and D-Tools. This Feature lets you quickly build an Estimate using the Equipment List from the Source file and the Price List found within The Project System.

In addition, you have additional features like:

• Cut & Paste, Replicate Project and Copy Project
• Quick Parts Lookup by Manufacturer’s ID, Part Number, and Description
• Automatic Estimating System with 5 Pre-defined Labor Categories per Inventory Item
• Parts Assembly System for Quick Estimating and Project Entry
• 20 User Definable fields for Freight, Shipping & Handling, Extra Costs, etc.
• Merge Project, Master Project, and Sub Project Capabilities